401(k) · DOL Form 5500 · 2023

Conrad M. Siegel, Inc. 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
122
Participants Small participant base
91st
Percentile by assets National rank
$743,573
Avg per participant High balance/head
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Official DOL plan name: Conrad Siegel 401(k) Profit Sharing Plan · Sponsored by Conrad M. Siegel, Inc. · Pennsylvania · Professional & Technical Services

$91M in assets, 122 participants

Conrad M. Siegel, Inc.'s Conrad Siegel 401(k) Profit Sharing Plan reported $91M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,653 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Conrad Siegel 401(k) Profit Sharing Plan covers 122 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $91M.

#18,653
in Professional & Technical Services (20,321 peers)
+15.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Conrad Siegel 401(k) Profit Sharing Plan's outsized position by total assets

Conrad Siegel 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$90,715,895 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Conrad Siegel 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conrad Siegel 401(k) Profit Sharing Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conrad Siegel 401(k) Profit Sharing Plan reported net income rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Conrad Siegel 401(k) Profit Sharing Plan end-of-year assets rose from $78M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Conrad Siegel 401(k) Profit Sharing Plan reported participants rose from 118 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231669823 · Conrad M. Siegel, Inc. PY 2023 · 401(k)

Conrad Siegel 401(k) Profit Sharing Plan · $91M · 122 · 91st

  • VS-ST $91M
  • BOY 122
  • SCH 91st
  • EBSA 401(k)
  • PART near Sbm Offshore USA, Inc. Savings and Retirement Plan
  • TYPE ind #18653

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Conrad Siegel 401(k) Profit Sharing Plan in the asset neighbourhood

Sbm Offshore USA, Inc. Savings and Retirement PlanSbm Offshore USA, Inc. Savin…$91MConrad Siegel 401(k) Profit Sharing PlanConrad Siegel 401(k) Profit …$91MIntuitive Research and Technology Corporation Retirement PlanIntuitive Research and Techn…$91MSpec Services, Inc. 401(k) PlanSpec Services, Inc. 401(k) P…$91MKellanova Pringles Savings and Investment PlanKellanova Pringles Savings a…$91M
End-of-year total assets ($M) among Conrad Siegel 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$91M
Net Income$12M
Employer EIN231669823
Plan Effective Date1967-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Conrad M. Siegel, Inc.)

Sponsor-wide plan assets over time

All Conrad M. Siegel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 34.37939351000901% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.8M $106M ▲ +34.4%
Year Plans Participants Total Assets
2022 2 118 $79M
2023 2 225 $92M
2024 2 239 $106M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Conrad Siegel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Conrad Siegel 401(k) Profit Sharing Plan, Total assets ($B): 0.090715895 · Participants: 122Conrad Siegel 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Conrad Siegel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Conrad Siegel 401(k) Profit Sharing Plan side-by-side with 3 peers →

Conrad Siegel 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sbm Offshore USA, Inc. Savings and Retirement Plan in TX ($91M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Conrad Siegel 401(k) Profit Sharing Plan assets move in 2023? ▼
Conrad Siegel 401(k) Profit Sharing Plan grew sharply - up 15.6% during 2023, from $78M to $91M. Reported net income was $12M.
How have Conrad M. Siegel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conrad M. Siegel, Inc.'s sponsor-wide assets grew 34.4%, from $79M to $106M.
Where does Conrad Siegel 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Conrad Siegel 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Conrad Siegel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sbm Offshore USA, Inc. Savings and Retirement Plan in TX ($91M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Conrad Siegel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231669823.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.